LYC
Director Trades
| Date | Director | Value |
|---|---|---|
| 6/5/25 | A. Lacaze | $2,832,735 |
| 17/9/25 | Vanessa Ann GUTHRIE | $24,686 |
| 18/9/25 | Vanessa Ann GUTHRIE | $278 |
| 26/9/25 | Grant Bruce MURDOCH | $30,011 |
| 26/9/25 | John BEEVERS | $30,011 |
| 26/9/25 | Philippe ETIENNE | $30,011 |
| 26/9/25 | John Humphrey | $30,011 |
Company News

Which ASX Stocks Could Benefit as Rare Earth Prices Surge on Tightened US Supply Chains?
Prices of neodymium and praseodymium (NdPr) oxides – two rare earth elements essential for super-strong magnets – have surged to their highest levels in more than two years. The rally follows US rare earth producer MP Materials halting raw material exports to China, creating a significant gap in supply. China currently controls around 90% of […]

Lynas Rare Earths’ half-year profit drops as challenging market conditions continue
Lynas Rare Earths (ASX: LYC) has highlighted the “complex” nature of the current rare earths market as a factor that significantly impacted its latest half-year profits. The leading rare earths producer reported a net profit after tax of $5.9 million for the six months to 31 December, a substantial decline from the $39.54m reported a […]

Lynas Rare Earths opens Kalgoorlie processing plant, boosting local supply chain resilience
Australia’s hopes of becoming a significant player in the global rare earths chain have reached a key milestone with the official opening of Lynas Rare Earths’ (ASX: LYC) processing plant in Kalgoorlie, Western Australia. Home to world-class rare earth reserves, Australia is seen as a key link in a global supply chain aiming to shift […]

China’s rare earth dominance faces new threats from global competitors and domestic regulations
China, which has dominated reserves and production in the global rare earths market for many years, now finds its number one position under attack from a number of directions. Even China’s own regulations are expected to become a major hindrance to its current dominance, with the nation previously considered as almost having a monopoly. Chinese […]

Lynas Rare Earths to boost HRE output with new $25m Malaysian circuit
Lynas Rare Earths (ASX: LYC) has unveiled a new opportunity to develop two new high-value rare earth elements at its specialist facility in Malaysia. Utilising a new process, Lynas Malaysia will separate heavy rare earth (HRE) elements dysprosium and terbium to complement the company’s current product range. Dysprosium, terbium and other HRE element oxides from […]

Lynas Rare Earths to pursue organic growth opportunities after MP Materials merger discussions called off
Rumoured merger discussions between Australia’s Lynas Rare Earths (ASX: LYC) and fellow rare earths developer MP Materials Corp (NYSE: MP) of the US have ground to a halt. In a short announcement to the ASX today, Lynas confirmed the recent media speculation of a potential transaction with MP Materials. The proposed corporate move would have […]

Rare earths lead the charge in Australia’s $7.3 billion critical minerals investment
A surge in spending on new rare earths projects has seen critical minerals take over as the leader for investment in later-stage projects in Australia. This year’s major projects report from the Federal Department of Industry, Science and Resources reflects rare earths’ emergence as the largest target for critical mineral project investment. The study has […]

China’s gallium and germanium export ban could spark minor metals boom
China’s threat to curb exports of gallium and germanium has sparked investor interest in the metals but they are just two of a group classified as minor metals which have the potential to surprise. The common threads connecting thinly traded commodities such as minor metals are emerging uses in modern technologies and the tight control […]

An investors guide to the 2023 Diggers & Dealers mining forum
Investors looking for small-cap mining companies with a bright future discover every year that the best place to find them is also the most difficult. Australia’s remote gold, nickel and rare earth capital, Kalgoorlie in Western Australia, is where there will next week be a concentration of mining company managers at the annual Diggers and […]

Critical metal confusion, but here’s a small stock starter guide
Everyone knows (or should know) that critical and energy transition metals are one of the great investment themes of the decade but not everyone knows where to start building a portfolio of small stocks with growth potential. One of the problems in tackling a group of metals which have suddenly hit the headlines after lying […]
